WCG Wealth Advisors LLC

Position in MS — Morgan Stanley

CIK 1855713 LAS VEGAS, NV

Position in MS

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,732,152

+$625,986 QoQ

Shares Held

13,070

+2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#964

of 2,723 holders

Holding Since

Jun 2022

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

WCG Wealth Advisors LLC holds $41,621,862 across 6 Capital Markets names. MS ranks #5 (6.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SCHW	Schwab Charles Corp	188,964	$17,435,708
2	HOOD	Robinhood Markets, Inc.	130,176	$13,054,049
3	CRCL	Circle Internet Group, Inc.	67,285	$4,214,059
4	BMNR	Bitmine Immersion Technologies, Inc.	289,976	$3,859,580
5	MS	Morgan Stanley This page	13,070	$2,732,152
6	RIOT	Riot Platforms, Inc.	11,918	$326,314

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,732,152	13,070	+2.1%	Shares	Sole	2026-08-14
2026-03-31	$2,106,166	12,798	+1.0%	Shares	Sole	2026-05-12
2025-12-31	$2,248,950	12,668	-6.7%	Shares	Sole	2026-02-10
2024-03-31	$1,278,410	13,577	-12.0%	Shares	Sole	2024-05-13
2023-12-31	$1,439,500	15,437	-0.6%	Shares	Sole	2024-02-08
2023-09-30	$1,268,906	15,537	+28.8%	Shares	Sole	2023-11-13
2023-06-30	$1,030,436	12,066	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$1,052,283	11,985	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,018,964	11,985	+8.0%	Shares	Sole	2023-02-14
2022-09-30	$877,011	11,100	0.0%	Shares	Sole	2022-11-14
2022-09-30	$69,923	885	—	Principal	Sole	2022-11-14
2022-06-30	$844,266	11,100	—	Shares	Sole	2022-08-23
No filing history on record for this holder in this stock.